HFM

Harvest Fund Management Portfolio holdings

AUM $2.66B
1-Year Est. Return 41.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$7.47M
3
+$6.09M
4
PDD icon
Pinduoduo
PDD
+$5.9M
5
NVDA icon
NVIDIA
NVDA
+$5.58M

Top Sells

1
+$9.21M
2
+$4.5M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
CVS icon
CVS Health
CVS
+$1.11M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.38%
3 Communication Services 12.56%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$21K ﹤0.01%
338
577
$21K ﹤0.01%
443
-1,381
578
$20K ﹤0.01%
30
579
$20K ﹤0.01%
224
580
$20K ﹤0.01%
256
581
$20K ﹤0.01%
281
-927
582
$20K ﹤0.01%
600
-3,700
583
$20K ﹤0.01%
1,006
584
$20K ﹤0.01%
81
585
$19K ﹤0.01%
1,545
586
$19K ﹤0.01%
1,661
-3,136
587
$19K ﹤0.01%
1,163
588
$19K ﹤0.01%
1,062
-683
589
$19K ﹤0.01%
327
590
$19K ﹤0.01%
+341
591
$19K ﹤0.01%
149
-675
592
$19K ﹤0.01%
+294
593
$18K ﹤0.01%
131
594
$18K ﹤0.01%
+2,500
595
$18K ﹤0.01%
+366
596
$18K ﹤0.01%
191
-157
597
$17K ﹤0.01%
283
598
$17K ﹤0.01%
500
599
$16K ﹤0.01%
+200
600
$16K ﹤0.01%
1,586
22 23
24
25 26